Sales enquiries across forms, calls and WhatsApp
If your sales team copies an enquiry from a website form into a spreadsheet and then a CRM, one customer record can quickly have several owners. A preparation review follows that record through collection, sharing and follow-up.
- Identify every enquiry collection point and explain the purpose at collection.
- Review access to exports, shared spreadsheets and messaging workflows.
- Assign an owner for correcting or removing records when appropriate.